Financial Services Professional

Overview

Experior Financial Group Inc. is a 100% Canadian-owned and operated financial services company with over 30 years of industry expertise from its founders. Recently expanding to the USA with a head office in Cheektowaga, New York, Experior boasts a diverse team of over 15,000 well-trained and licensed Financial Associates across North America. We provide comprehensive training, mentorship, and tools to help individuals succeed in their careers, whether they aim to lead an agency, manage a team, or work at their own pace.

Certified as a Great Place to Work® in Canada for 2024 and 2025, Experior is committed to fostering growth, achievement, and rewarding career opportunities.

This is a full-time on-site position for a Financial Services Professional, located in West Palm Beach, FL. Responsibilities include assisting clients with financial planning, retirement planning, and a range of financial services to meet their insurance and investment needs. The role involves analyzing clients’ financial goals, providing tailored strategies, maintaining strong relationships, and communicating effectively to support client satisfaction and success.

Collaboration with a team and delivering excellent service are core aspects of this role.

• Experience in Financial Planning and offering tailored financial strategies to clients.
• Strong background in Finance and expertise in Financial Services.
• Knowledge of Retirement Planning to assist clients in achieving their long-term financial goals.
• Exceptional Communication skills and the ability to build lasting relationships with clients.
• Strong organizational and analytical skills with attention to detail.
• Ability to work collaboratively in an on-site team-focused environment.
• Relevant certifications or licenses in financial services are considered an asset.